Assemblies aren’t possible without the help of our family of supporters
Not party to the Assembly experience – part of it.
The brands that work with us have always been supporters and not sponsors.
It’s a subtle but important difference. And it’s what makes the relationship that the Assembly has with its supporters that bit more distinctive.
Because our supporters approach Assemblies in just the same way as paraplanners – it’s all about taking part.
So we’ve never been one for exhibition areas or excessive branding (although – yes – paraplanners do love a bit of branded merch). Instead, we match paraplanners’ desire for knowledge, insight and expertise with our supporters’ ability to offer it and weave it into our gatherings.
It means our supporters exchange views, and learn, fix and share too. Not party to the Assembly experience – part of it.
What you get as a supporter
Listen and learn
Because paraplanners encounter your services each and every day, you’d be mad not to spend time at Assemblies listening and learning from them.
Reputation and reach
Being a supporter of the Assemblies is a fantastic way to demonstrate your brand’s ambition to support paraplanning and its practitioners.
Show and tell
Assembly participants really value the expertise, ideas and insights that you are able to share with them – and what better way to show what you know?
Our family of supporters
Take control of your pensions by bringing them together in one place
Aegon is delighted to support the Paraplanners community and the Paraplanner Assembly again this year. We’re focused on championing the value of financial advice, helping financial planners navigate industry changes and grow their business.
Freedom to do the right thing
We are proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment and insurance.
With a team of more than 1,460 people in nine offices, including 95 partners, we work to deliver on our values and our promise, ensuring the highest levels of trust, integrity and quality.
We act as a trusted partner for a wide range of clients in both the private and public sectors – this includes almost 25% of FTSE 100 and over 15% of FTSE 350 companies.
We are free from any external stakeholders, allowing us to take a long-term view with all our clients and giving us the freedom to bring fresh ideas to the table, unobstructed.
We help people achieve a better later life
We’re one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement.
We have a strong social purpose – a beacon within financial services. We provide products and services that help our customers achieve a better later life and believe that financial intermediaries are best placed to help people with the choices they need to make to achieve this.
There’s now more choice than ever for clients who are approaching retirement or already retired. We recognise that financial intermediaries are the architect of clients’ retirement plans. As the expert you’re able to consider alternatives and recommend a product mix that provides secure and flexible income to last a lifetime. As a retirement specialist provider, you can depend on us to support you with first-class service.
Specialists in advice, platform, technical support and investment solutions
Whatever stage your clients are at – accumulating wealth, investing with purpose, planning for retirement or taking a retirement income – we make it easier for you to guide them to the financial future they dream of, supporting your business goals at the same time.
The home of your investment proposition
Building investment solutions and our own technology means we deliver the service that meets, and often exceeds, your and your clients’ expectations. Our platform is a joy to use – and evolves quickly in a process of constant, continuous improvement.
Maybe that’s why we’ve had a lot to celebrate over the years. Judging by the industry recognition we receive, what we do really makes a difference. We’re proud holders of over 70 awards and ratings, including 11 Defaqto Diamonds & Stars and Professional Adviser’s Platform of the Year (under £25bn AUA).
Best-in-class planning technology and portfolio management
Timeline is very excited to support Paraplanners Assembly and to connect with the paraplanner community. We want to help 10 million people to retire with confidence by providing financial planners with planning and investing tech that drives down cost and improves client outcomes.
From fact find, to risk profiling, to cashflow planning and stress testing, you can design clear, compelling financial plans that give clients confidence and conviction. Our extremely low cost, evidence-based portfolios are underpinned by empirical evidence and great technology which allows you to deliver a robust and reliable investment proposition with a difference.
A specialist platform provider
Established in 2000, we have over £50.31 billion of funds under direction (as at 31 December 2020) on behalf of over 6,400 advisers and 205,000 investor clients.
Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients; assets and investments together in a smarter, more tax efficient way.
Wealthtime is an online wrap platform that works exclusively with financial planners
We’ve created a technology solution that’s digital first, future proofed and built entirely around advisers and the ever-evolving and complex needs of their clients to deliver great customer outcomes and real value for money.
We’re also a people business. So, on those occasions where our integrated technology solution requires support, you’ll find our service as brilliantly effective to deal with offline as we are online.
Established in 2008, we’re one of the few truly independent wrap platform specialists with no ties to investment providers or legacy life office systems, ensuring no biases and compromises.
We offer a wide range of product solutions including Isas, general investment accounts and Sipps, and an open architecture approach to investments providing access to a broad range of over 6,000 investment solutions including funds and listed securities.
And as proof of our commitment to providing quality products and the highest level of service, we’ve recently been awarded a Gold Platform Service award and 5-star rating for our Isa and Sipp Drawdown products by Defaqto.
A modern and progressive platform fit for an evolving market.
Get in touch
Want to explore the idea of joining our family of supporters? Then just pop your details in the form and we’ll be in touch.